Dean Dorton Adds Intacct Cloud Financial Applications to Its Portfolio

Lexington, Ky.-based Dean Dorton (FY16 net revenue of $27.3 million) announced a partnership with Intacct, a provider of cloud financial management and accounting software. Together they will sell, implement, support and integrate solutions for Intacct’s cloud financial applications.

“We’ve been helping clients choose, implement and use the best software for their businesses for a long time, and lately it is very clear that successful companies are increasingly interested in using a cloud-based financial system so they can access their financial data anytime, anywhere,” says Jason Miller, director of business consulting services at Dean Dorton.

Dean Dorton clients will also benefit from the web-based dashboards, reporting and business intelligence capabilities built into the Intacct system. Intacct provides a powerful set of analytics and reporting tools that empower users with real-time, accurate and consistent visibility into financial and operational data. The ability to run financial reports by dimensions, (customer, vendor, project or fund) is beneficial to business owners, board members and investors.

“Our cloud based system is well suited to today’s ever-changing technological advancements and will help companies of all sizes operate efficiently and effectively using their real-time financial data. Jason Miller and the Dean Dorton team have extensive background in technology and accounting, which will be a huge benefit to our mutual clients,” says Taylor Macdonald, vice president of channels for Intacct.

Johnson Miller & Co. Admits Speer as New Shareholder

Catherine Speer

Catherine Speer

Midland, Texas-based Johnson Miller & Co. CPAs PC (FY16 net revenue of $21.8 million) admits new shareholder, Catherine Speer, who joined Johnson Miller & Co. in January 2005 as a staff accountant upon graduation.

Speer is located in the firm’s Odessa, Texas office and previously served as an assurance manager in the Midland/Odessa audit practice. She has extensive audit and accounting knowledge in the energy, manufacturing and construction industries, as well as experience in auditing governmental and nonprofit organizations.

“From staff to now shareholder, my vision is to continue the legacy by providing quality service to our clients, future clients, staff and the community,” says Speer.

ORBA Names Flahive and Janczewski as New Directors

Jason Flahive

Jason Flahive

Chicago-based Ostrow Reisin Berk & Abrams Ltd. (ORBA) (FY16 net revenue of $27 million) names Jason Flahive and Jacqueline Janczewski as directors, effective July 1.

“We welcome the addition of Jason and Jacqueline to ORBA’s roster of outstanding directors,” says ORBA managing director Mark Thomson. “Today, we celebrate and recognize Jason and Jacqueline’s contribution to the firm, as well as their commitment to providing exceptional service to our clients.”

Flahive provides attestation, accounting and tax services for medical groups, nursing homes, privately-owned businesses, not-for-profit organizations and high net worth individuals. He also has experience providing various technology consulting services, including accounting system conversion and implementation, data analytics and other ad-hoc analysis. He serves clients in a variety of industries including health care, real estate and financial services, as well as not-for-profit education and social service organizations.

Jacqueline Janczewski

Jacqueline Janczewski

Janczewski has 20 years of experience working with entrepreneurs and closely held businesses in various industries, helping them with their business and succession planning, accounting and tax needs. Janczewski also focuses on providing outstanding service to high net worth individuals, such as executives, attorneys and private investors, with tax planning and compliance services. Her dynamic leadership and proven managerial skills, combined with her range of experience and perspective, help her to provide unique and significant value and excellent service to her clients.

BeachFleischman Names Lutes as Phoenix Office Managing Shareholder

Christopher Lutes

Christopher Lutes

Tucson, Ariz.-based BeachFleischman PC (FY16 net revenue of $25.8 million) named Christopher Lutes as managing shareholder of the firm’s Phoenix office, effective June 28. Lutes succeeds Philip Taylor who led the firm’s Phoenix office since 2013 and announced his retirement after a 45-year career. Lutes will lead BeachFleischman’s Phoenix market operations and expansion and will continue to serve his clients while also focusing on business development. The transition of Lutes into his new role is part of the firm’s strategic succession plan.

Lutes is an accounting and assurance shareholder and provides audit and consulting services to closely held and family-owned enterprises. He helped open the firm’s Phoenix office in 2012 and he was BeachFleischman’s first Phoenix-based employee.

Briggs & Veselka Taps Cooney to Head SALT Practice

John Cooney

John Cooney

Houston-based Briggs & Veselka Co. (FY16 net revenue of $35.4 million) announces the addition of John Cooney as head of the firm’s State & Local Tax (SALT) practice. Cooney brings more than 25 years of experience in working with a wide range of companies developing solutions to complex state and local tax problems.

Cooney joins the firm from a Big 4 firm, where he was a SALT partner for 19 years.

Cooney’s specialization is in assisting clients with identifying and obtaining large sales and use tax refunds, audit reductions and tax credits in addition to building processes and procedures that reduce the overall SALT burden. His philosophy is to teach a client why they overpaid tax as opposed to getting them the same refunds over and over again.

“The professionals I met at B&V are people of integrity working in a team environment, and they are obsessed with delivering high-quality, value-added services to their clients. I am convinced our SALT team will save B&V clients a lot of money and heartache in the area of state and local taxes,” says Cooney.

“As our clients grow in their level of sophistication and in their footprint, we saw the need to expand our tax services to address new opportunities,” says Briggs & Veselka MP John Flatowicz. “Adding someone of John’s caliber and experience will be an asset not only to the tax practice, but to the firm overall, as he will bring a different perspective that will benefit the firm and our clients,” he added.

Briggs & Veselka Announces Partnership with IntrapriseTechKnowlogies

Donny Shimamoto

Donny Shimamoto

Houston-based Briggs & Veselka Co. (FY16 net revenue of $35.4 million) has entered into a joint agreement with IntrapriseTechKnowlogies (ITK) and its managing director, Donny Shimamoto, to provide IT consulting and innovation services to middle market companies in the Texas Gulf Coast and South Texas.

MP John Flatowicz says, “Our firm is dedicated to being progressive and this partnership will keep us and our clients ahead of the curve.”

Additionally, B&V has licensed the Intraprise Architecture® methodology and use of the Intraprise Blueprints® intellectual property with clients. Shimamoto will train the B&V staff on how to use these proprietary tools to support work in audit, tax, internal audit, and other advisory services. He will also be helping to develop the B&V team through a variety of engagements. The partnership began with ITK and B&V co-publishing the results of a 2017 Briggs & Veselka Cyber Security Survey. The interactive survey showed that 65% of respondents conveyed a perception of a high or moderate risk of a cyber security incident while more than half were not confident, neutral, or didn’t know if their company was properly secured from internal cyber threats, and an equal amount were not confident, neutral, or didn’t know if their company was protected from external threats.

The study also found that IT governance and IT risk management are very different from IT execution, which can present a false sense of security for middle market companies.

Shimamoto says, “The increasingly targeted digital space makes firms and their clients a greater target than before. It is important each strive to capitalize on innovations in the marketplace and learn from highly trained professionals. The programs we will jointly deliver to Houston area corporations will not only educate, but protect assets for years to come and provide Houston organizations with improved agility and competitive advantage.” Shimamoto is immediate past chairman of the AICPA’s Information Management & Technology Assurance Executive Committee and was recently awarded the AICPA Standing Ovation Award.

Gettry Marcus Admits Sanders as Partner

Scott Sanders

Scott Sanders

Woodbury, N.Y.-based Gettry Marcus CPA (FY16 net revenue of $21.7 million), an IPA 200 firm, admitted Scott Sanders as a partner. Sanders specializes in the trusts and estates arena and will be located at the firm’s Woodbury office.

Sanders, a former president of New York State Society of CPAs, Nassau chapter, has more than 30 years of experience and has built up an extensive portfolio of diversified clients. He has broad experience in tax planning, trust and estate planning and compliance, family office services and surrogate accounting for the courts.

Prior to joining Gettry Marcus, Sanders was a partner at Sanders Thaler Viola & Katz in Jericho, N.Y. Sanders brings with him several staff members from his previous firm, as well as an independent consultant, Brian Gordon, a SALT specialist who focuses on residency, sales tax and nexus issues.

Brown Edwards Announces New Partners

Jason Ross

Jason Ross

Roanoke, Va.-based Brown Edwards & Company (FY16 net revenue of $32.2 million) has announced that Jason Ross and Billy Gilliam have been admitted to the partnership.

“Jason and Billy are both consummate professionals with extensive experience and a passion for client service. They will be excellent additions to the firm’s partnership,” says MP Jason Hartman.

Billy Gilliam

Billy Gilliam

Ross has nearly 20 years of public accounting experience with a focus primarily in providing accounting services in the financial institution industry, and Gilliam has been in public accounting since 1989. As a licensed CPA in both Tennessee and Virginia, he offers services to a diverse group of clients, both individual and corporate entities, consulting in taxation, auditing and accounting matters.

Anders Unites Technology Affiliate Under the Brand

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) has united its longtime technology affiliate under the brand as a key component to the firm’s expanding advisory services.

While Anders has had a technology affiliate for nearly 20 years, technology services have always been marketed under a separate name and logo, most recently Inflexion. With the growing emphasis on offering comprehensive and cohesive advisory services for clients, the firm believes it is advantageous for this service line to share the same brand identity.

“Since we launched the new Anders brand in 2013, we have enhanced our reputation, increased market share as well as our physical footprint and added other advisory services to our offerings,” says MP Robert J. Minkler Jr. “Consolidating one of our largest service lines under the brand makes strategic sense for the technology team and the firm, but most of all for our clients. Technology services continue to become more integrated into other services offered by Anders, and this move will assist us to provide a more seamless experience for clients.”

The Anders Technology Advisors team is led by Theresa Stearns and Brent Kaniecki and their 22 team members, specializing in managed IT and cloud services including infrastructure, security and disaster recovery, along with business intelligence, data analytics and IT advisory services.

Hood & Strong Admits Kisriev as Partner

Maga Kisriev

Maga Kisriev

San Francisco-based Hood & Strong (FY16 net revenue of $16.1 million) has announced that Maga Kisriev has been admitted as a partner in the firm.

Kisriev joined Hood & Strong in 2013 and has served as tax director with the firm’s not-for-profit practice. He has 16 years of public accounting experience and spent nine years with national accounting firms, managing exempt clients. Prior to moving to the San Francisco Bay Area in 2010, Kisriev worked for RSM US Alliance (formerly McGladrey) in the Washington, D.C., metropolitan area, where he oversaw the regional exempt organization tax practice.

This year marks Hood & Strong’s 100th year of providing comprehensive accounting services to a diverse clientele of start-ups, small and medium-sized businesses, corporations and non-profits in northern California. As the firm recognizes this important milestone, the leadership team is addressing evolving client needs and preparing for the next century.

“We are pleased to welcome Maga to the Hood & Strong partner group,” says MP Robert J. Raffo. “His expertise in non-profit tax is a tremendous asset for our clients and the firm. As we look ahead to our next 100 years, we will continue to develop successive generations of leaders from within. It’s good for the firm and good for our clients.”